About Us

We provide strong client-adviser relationships, with an emphasis on personal service. We have no products, services or funds of our own to sell. The decisions and recommendations we make are bespoke to our clients and are constructed purely with your financial interests and goals at heart.

Our Story

Guy and Liesl worked alongside one another from the year 2000 before setting up a fully-fledged financial services business in Durban with the professional shareholders of Moore Accounting and Garlicke & Bousfield Attorneys.

In 2011, they did a management buy-out of the professional firms and established their independent office in Durban North, where they have been based ever since. Nicky joined the business in 2011 and studied further to gain the necessary financial services qualifications.

Guy and Nicky operate as a team with the able assistance of Chantal Lewis. Liesl's team has expanded to include Pascale Dufour and Amber Tubb, delivering exceptional service to her clients.

We engage,
we relate and we care.

First Class
Service

Everything starts with you, our client. We pride ourselves on our personal service, down-to-earth approach, and our warm and open communication style.

Fiercely
Independent

We are autonomous and free from any potential “Conflict of Interest” as we are not owned or tied to any financial institution or group.

Owner Run
Business

Guy, Liesl and Nicky are the owners, the advisors, the planners. We roll up our sleeves and immerse ourselves in you, our client, and your affairs.

Bespoke
Advice

Our role is to act as a “Steward” – to guide and assist our clients to make fundamental decisions. The financial plan serves as a roadmap for each client’s individual financial goals and future.

Sound Compliance
& Ethics

In a highly regulated industry, we subscribe to an outsourced Compliance partner, Moonstone Compliance, and wholeheartedly endorse the principles, ethos, and values of the Financial Planning Institute, to which we belong as members.